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State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

733 hedge funds and large institutions have $8.15B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 258 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 34

9% more funds holding

Funds holding: 672733 (+61)

8% more capital invested

Capital invested by funds: $7.51B → $8.15B (+$639M)

5% more funds holding in top 10

Funds holding in top 10: 7680 (+4)

4.13% more ownership

Funds ownership: 63.84%67.97% (+4.1%)

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 258

Holders
733
Holders Change
+61
Holders Change %
+9.08%
% of All Funds
8.92%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
0.97%
New
103
Increased
239
Reduced
258
Closed
34
Calls
$3.51M
Puts
Net Calls
+$3.51M
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
651
Legacy Wealth Management (Idaho)
Idaho
$47.5K +$42.7K +522 +967%
MA
652
MCF Advisors
Kentucky
$47.5K +$47.1K +576 New
SWM
653
Spire Wealth Management
Virginia
$47K +$82 +1 +0.2%
CWP
654
Concord Wealth Partners
Virginia
$45.5K
MWM
655
MGB Wealth Management
Texas
$41.6K
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$41.3K
UBS AM
657
UBS AM
Illinois
$41K +$40.6K +497 New
FPF
658
First Pacific Financial
Washington
$40.9K +$40.5K +495 New
GIA
659
GHP Investment Advisors
Colorado
$40.5K +$82 +1 +0.2%
TWM
660
Timmons Wealth Management
Massachusetts
$40.4K +$40K +489 New
PAG
661
Paladin Advisory Group
Iowa
$40.1K -$4.25K -52 -10%
MCA
662
Maryland Capital Advisors
Maryland
$39.8K
FWP
663
FAS Wealth Partners
Kansas
$37.2K
GWSA
664
Global Wealth Strategies & Associates
Colorado
$36.1K
SAM
665
Smartleaf Asset Management
Massachusetts
$35.2K +$34.6K +423 New
KBFS
666
Kohmann Bosshard Financial Services
Ohio
$35.1K +$34.8K +426 New
ACM
667
Anfield Capital Management
California
$34.8K +$82 +1 +0.2%
KFG
668
Kingdom Financial Group
Arizona
$32.6K +$32.3K +395 New
OA
669
Operose Advisors
Wisconsin
$32.3K
WG
670
Wellington Group
Indiana
$30.9K +$30.6K +374 New
OP
671
ORG Partners
Indiana
$29.7K +$29.4K +360 New
TWM
672
Topsail Wealth Management
North Carolina
$29.3K
SNB
673
Security National Bank
Nebraska
$29.1K +$28.9K +353 New
AIA
674
Aventus Investment Advisors
Florida
$28.1K
GWSG
675
GPS Wealth Strategies Group
Colorado
$27K -$357K -4,361 -93%